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Client Portal Help

Our Client Portal is based in Canada and utilizes a secure host to electronically share documents and apply eSignatures.

Go to Client Portal

The Portal provides electronic delivery for documents via a fully encrypted, cloud-based system. Clients are able to upload documents which are then moved by SB staff to our document management database or internal servers.

Client access can be delegated to bookkeepers and staff, and can subsequently be updated by notifying SB Partners staff.

Documents uploaded to the Portal by clients or SB Partners are available for 4 months after which time they automatically expire.  The Client Portal is a valuable tool that offers a fast, efficient, secure alternative to email, mail or in-person delivery.

Login here, or to find more information please review our FAQ, and video demonstrations (scroll below), or contact us.


How to Video

SB Portal – Registration

Registering is the first step to gaining access to the Portal.  Watch this video to learn how to activate your portal logon. We’ll walk you through this initial procedure to then be able to upload and download anytime.

How to Video

SB Portal – Downloading

Not sure how to retrieve documents from the SB Partners Portal? This video walks you through the steps so you can easily login and securely download to your computer or device.

How to Video

SB Portal – Uploading to SB

Not sure how to send documents to SB Partners via the Portal? This video walks you through the basics of uploading.  You can upload any type of file, from PDFs to spreadsheets to QuickBooks or Sage 50 backups.

How to Video

SB Portal – Digital Signature

eSignatures have been around for a few years, but not everyone has had the opportunity to understand just how secure and simple this tool can be.  This video demonstrates the steps to electronically\digitally sign documents via our Portal and the Canadian-based version of the internationally trusted DocuSign.

Web Portal FAQs

A portal is a secure, electronic storage location for file transfer. Clients can upload files to the portal or download from the portal.

Go to and click “Forgot your password?”. Enter your email address and an email will be sent to you with a link to allow you to create a new password for your account.

Uploading is a process of copying files across an encrypted internet session to a secure location. When the upload is complete, an automatic email informs us that the file is now available and we move it into our Document Management system.

We have a file retention of 4 months after which the documents expire and are automatically deleted. This automatic setting helps us with space management.

If you would like something deleted from the Portal, whether file or folder, you will need to request this by emailing your Partner Administrative Assistant.  A listing of Partner Admins can be found here

See the video found here

See the video found here

Yes. You will receive an email from

This system works with all web browsers and should even work on your tablet or smartphone.

No. This Portal allows for one login to access multiple, separate Portals. When you log on, your authorized portals appear in a window.  Select the company you would like.  You can also change which Portal you wish to access while still logged in by choosing “Select Portal” from the upper right.

Security of client information is critically important to SB Partners. The Portal is hosted in Canada, uses multi-factor authentication, and the same type of encryption as online banking, whereas items sent via email are not encrypted.

SB Partners is fully compliant with the Canadian Privacy Act called PIPEDA (Personal Information Protection and Electronics Document Act). This means our software and hosted services meet the standards outlined in the Act

Yes, this is a cloud-based Portal, meaning that the information is residing “out there somewhere”. Not all “Cloud” applications are equal, which is why we choose to use CCH\Wolters Kluwer as our host.

CCH\Wolters Kluwer is a premier tax and accounting software provider across Canada and around the world. They understand our industry’s need for security and privacy of documents. They also understand that we wish our Portal content to be stored only on Canadian-based servers.

Yes, just select “Invite to Portal” on the upper right when logged in to your Portal. If any of these staff members leave your company, you must remember to inform us to delete their access.

You can email your Partner Administrative Assistant or any contact at SB Partners.  A listing of Partner Admins can be found here

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